What We Do
We are a unique team of former wealth management executives helping our complex wealth, RIA and family office clients improve their technical capabilities across the entire client and advisor experience. Our perspective comes from a long history of delivering innovation through difficult realities of small and large financial services organizations.
Latest Insights From F2 Strategy
Advisor Discretion Doesn’t Have To Be a Zero-Sum Game
F2 Strategy and MyVest partnered to research the evolving state of Discretionary Portfolio Management (DPM) programs.